Capstone Investment Advisors
XLU icon

Capstone Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Capstone Investment Advisors’s Portfolio XLU Stock Details XLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,800
Closed -$88.7K – 2592
2023
Q4 		$88.7K Sell
2,800
-97,400
-97% -$2.98M ﹤0.01% 1948
2023
Q3 		$2.95M Sell
100,200
-97,400
-49% -$3.14M 0.01% 589
2023
Q2 		$6.47M Sell
197,600
-30,600
-13% -$1.03M 0.03% 329
2023
Q1 		$7.72M Buy
+228,200
New +$7.73M 0.04% 279
2020
Q3 		– Sell
-6,400
Closed -$181K – 1471
2020
Q2 		$181K Buy
+6,400
New +$185K ﹤0.01% 1227
2019
Q3 		– Sell
-300,000
Closed -$8.95M – 1466
2019
Q2 		$8.95M Buy
300,000
+157,200
+110% +$4.62M 0.06% 318
2019
Q1 		$4.15M Buy
+142,800
New +$3.97M 0.04% 405
2018
Q4 		– Sell
-328,400
Closed -$8.64M – 1379
2018
Q3 		$8.64M Buy
+328,400
New +$8.73M 0.1% 168
2018
Q2 		– Sell
-2,170,800
Closed -$54.8M – 732
2018
Q1 		$54.8M Buy
+2,170,800
New +$54.2M 1.05% 23
2017
Q2 		– Sell
-221,400
Closed -$5.68M – 975
2017
Q1 		$5.68M Buy
+221,400
New +$5.53M 0.14% 121

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Capstone Investment Advisors's XLU Position: Q2 2026 in Review

Capstone Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 46% in Q2 2026, selling an estimated $326K and leaving 8,497 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Capstone Investment Advisors first reported a position in XLU in Q4 2016 and has held it in 18 quarters since. The position peaked at $9.96M in Q3 2025. 1,584 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Capstone Investment Advisors held 8,497 shares of State Street Utilities Select Sector SPDR ETF worth $385K as of Q2 2026.
  • Capstone Investment Advisors sold 7,187 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $326K.
  • State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1348 holding.
  • Capstone Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2016 and has held it in 18 quarters since.
  • Capstone Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $9.96M in Q3 2025.
  • 1,584 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.